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Dale Curtis Berry

Eagle Strategies LLC

Raleigh, NC

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-09-06
  • NC RA
    APPROVED
    Since 2023-09-06

Branch Locations

4140 Parklake Avenue Suite 450, Raleigh, NC 27612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Scottsdale AZ 09/2004 Present
Nylife Securities Llc Scottsdale AZ 09/2004 Present
Eagle Strategies Llc Alpharetta GA 04/2011 Present
  • 09/2004 → Present
    New York Life Insurance Company
    Scottsdale, AZ
  • 09/2004 → Present
    Nylife Securities Llc
    Scottsdale, AZ
  • 04/2011 → Present
    Eagle Strategies Llc
    Alpharetta, GA
Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-01-17
  • S63 Uniform Securities Agent State Law Examination
    1985-01-17
Designations

View on SEC IAPD

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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
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